SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $191,672,153 |
| Positions | 40 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $50,014,844 | 135,161 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $20,533,387 | 288,188 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $19,642,565 | 388,423 |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $16,714,064 | 55,140 |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $13,444,664 | 18,257 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $13,399,685 | 56,630 |
| SCHWAB STRATEGIC TR | SCHJ | 1 5YR CORP BD | $10,294,899 | 417,474 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $6,275,774 | 131,430 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $5,343,799 | 76,449 |
| DIMENSIONAL ETF TRUST | DFEV | EMERGING MKTS VA | $4,218,305 | 98,866 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.